Flexshares Tr mornstar upstr shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Flexshares Tr mornstar upstr
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Quarterly reported holdings in Flexshares Tr mornstar upstr by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $750k | 19k | 40.11 |
| 2025-03-31 | $743k | 19k | 38.81 |
| 2024-12-31 | $866k | 24k | 36.36 |
| 2024-09-30 | $778k | 19k | 41.25 |
| 2024-06-30 | $757k | 19k | 40.14 |
| 2024-03-31 | $1.2M | 29k | 41.07 |
| 2023-12-31 | $772k | 19k | 40.95 |
| 2023-09-30 | $762k | 19k | 40.44 |
| 2023-06-30 | $755k | 17k | 43.29 |
| 2023-03-31 | $282k | 7.9k | 35.58 |
| 2022-12-31 | $824k | 19k | 43.47 |
| 2022-09-30 | $712k | 19k | 37.59 |
| 2022-06-30 | $751k | 19k | 39.69 |
| 2022-03-31 | $907k | 19k | 46.86 |
| 2021-12-31 | $764k | 19k | 39.49 |
| 2021-09-30 | $708k | 5.3k | 133.33 |
| 2021-06-30 | $1.1M | 29k | 38.30 |
| 2021-03-31 | $1.0M | 28k | 36.18 |
| 2020-12-31 | $1.0M | 32k | 32.55 |
| 2020-09-30 | $5.2M | 187k | 27.76 |
| 2019-06-30 | $220k | 6.7k | 33.08 |